Jacqueline is the Operations Specialist for Intergy Private Wealth. She has been working with Mark and Charlie since 2019. Jacqueline’s experience in the finance industry started in 2015 at Northwestern Mutual. She has held many different roles including life and disability insurance operations and investment planning, client relationship management and now operations for Intergy.

She received her Master’s in Business Administration from Colorado Technical University and her Bachelor of Arts in Business Administration and Finance from University of Colorado at Colorado Springs.

In her free time, Jacqueline enjoys spending time outside with her family. Her favorite activities are fishing, hiking, camping, and lounging in the sun.